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‎12-28-2024 08:47 AM - edited ‎12-28-2024 09:50 AM
Starting to migrate dashboards into the Platform Analytics Experience, but there seems to be no way to export data from a simple list on the dashboard? In the classic experience, you can right-click on the headers and choose from the export options (Excel being the most relevant).
I've seen that you can export from a Data Vizualization, but that doesn't suit our use cases, as we need to be able to apply interactive filters to the list prior to exporting. For example, we have a dashboard used by our Finance Team to filter and download CapEx expense lines generated from time cards each fiscal period. They need to be able to filter by date, and time card approval date prior to exporting.
The 'View All' option seems like a work-around, but my other gripe is that it loads up the filtered view in a classic list screen, but doesn't keep the columns from the dashboard - instead just applying the default view on that table instead. I guess I can create a specific 'View' on the table and train my excel-happy finance team how to change views, but this seem like a backwards step for the 'Next Experience'.
(Note: I tried showing Finance how to use a Report, but editing in-line filters is beyond their brain capacity, especially since there's 5 other fixed filters required apart from dates - hence the need for interactive filters on a dashboard).
Does anyone have a decent solution for exporting from PAE Dashboards?
If someone from the PAE team sees this post: Exporting is a basic feature that your dashboards should have - could you prioritize that on your backlog, please? Thank you!
Solved! Go to Solution.
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‎12-30-2024 02:53 AM
Hi,
thank you for reaching out and the feedback.
We will support Business calendars in trend by Data visualizations Time series as of Yokohama release.
We are also working to support the export from the List visualizations in the Platform Analytics dashboards directly, this is expected for the Zurich release (safe harbor).
We will support also pagination in the new version of the List.
Thank you
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‎12-29-2024 07:35 AM
Probably not exactly what you are looking for, but since it is finance, I guess they need this over a certain period? You can schedule the report to be send as excel, so they don't have to export it themselves.
I know it has some limitations because of the filters you want to use, but unfortunately, PAE is still a work in progress. I really hope they fix these kinds of basic functionalities before they force everyone to PAE with the Zurich release.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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‎12-29-2024 12:55 PM
Thanks for the reply and suggestion. Think I may have to bring that up with them as an option, though it'll require us to redefine one of our SOX controls that has them independently running the report for completeness/accuracy. Perhaps my work around is a scheduled report, and the PAE Dashboard become more of a control totals check for them to confirm stuff.
Agree with your sentiment about fixing stuff before Zurich. The other major thing missing from PAE right now is Business Calendars; there's no fiscal period filter options available right now and you can't create your own interactive filters like in the Classic experience.
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‎12-29-2024 09:54 PM
To get extra attention to the things you are missing, it is also a good thing to report it to NowSupport, because I know that they get updated on that stuff from there. Make sure to report it as a bug (unable to export) and not as a suggestion, because the bugs are reported to the PAE team to be picked up.
On a suggestion you will get the answer from Support to report it through the idea portal and that's just their big pile of things to never look at.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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‎12-30-2024 02:53 AM
Hi,
thank you for reaching out and the feedback.
We will support Business calendars in trend by Data visualizations Time series as of Yokohama release.
We are also working to support the export from the List visualizations in the Platform Analytics dashboards directly, this is expected for the Zurich release (safe harbor).
We will support also pagination in the new version of the List.
Thank you